THE COETA AND DONALD BARKER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE COETA AND DONALD BARKER FOUNDATION (EIN 93-0698411)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-02
- IRS object ID
- 202130929349100513
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-02T14:09:04-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953503404 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODECKE CLARK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44875 DEEP CANYON RD STE 1 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 922603721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930698411 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COETA AND DONALD BARKER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COET | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 936 | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92270 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY G HARRIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7603401162 | PhoneNum |
| Signature | 2021-03-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VERA MEDEROS | PreparerPersonNm |
| PTIN | P01203032 | PTIN |
| Phone | 7603463861 | PhoneNum |
| Preparation | 2021-03-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,099,316 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,066,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,066,046 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,538,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,997 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,176,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,176,050 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $113,592 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $91,433 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $26,460 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $21,168 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,018 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,615 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,093 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,162 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $25,347 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $20,278 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,918 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,334 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,878 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,704 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,273,814 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,273,814 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,569,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,447,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$393,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,105,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,104,517 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $513,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $513,804 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $150,640 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $174,009 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $12,265,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,135,667 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $6,400,134 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,275,736 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,618,551 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $35,484 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $35,484 | LandBOYAmt |
| Land EOY | $35,484 | LandEOYAmt |
| Total Assets BOY | $19,758,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,365,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,099,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $20,848,002 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $20,848,002 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,089,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,482,712 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,758,652 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,365,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,758,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,365,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,758,652 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$393,362 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,365,290 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,365,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JENSEN QUALITY GROWTH FUND | P | 2010-01-01 | 2020-01-31 | $1,118,398 | $889,497 | $228,901 | $228,901 |
| WELLS FARGO REDEMPTION | P | 2014-07-14 | 2020-03-16 | $166,700 | $166,700 | ||
| ARTISAN INTL VALUE FUND | P | 2010-01-01 | 2020-04-30 | $964,890 | $1,083,783 | -$118,893 | -$118,893 |
| PUBLIC STORAGE BOND | P | 2012-09-11 | 2020-07-16 | $200,000 | $200,000 | ||
| CONCORD CA JT PWRS | P | 2010-01-01 | 2020-08-04 | $5,000 | $5,003 | -$3 | -$3 |
| SELECT PRIME INSTITUTIONAL FD | P | 2010-01-01 | 2020-10-22 | $83,806 | $83,814 | -$8 | -$8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,997 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,453,070 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,865,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060887 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,411,288 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,333,571 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060483 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,440,817 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,301,335 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064607 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,260,393 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,002,225 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060012 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,256,951 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,042,138 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057025 | DistributionYr5Rt |
| Total Distribution | 0.303014 | TotalDistributionRt |
| Average Distribution | 0.060603 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,680,955 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,435,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,057 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,446,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,447,181 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,057 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,057 | SubtotalAmt |
| Tax Based On Investment Income | $11,057 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $143 | OverpaymentAmt |
| Applied To ES Tax | $143 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GODECKE CLARK | IndividualWithBooksNm |
| Phone | 7603463861 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44875 DEEP CANYON RD STE1 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN DBRENNAN | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 1.00 | $2,400 | $0 | $1,330 |
| DANA E NEWQUIST | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 1.00 | $2,400 | $0 | $1,360 |
| JOHN V BUERSTATTE | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 1.00 | $2,400 | $0 | $0 |
| DENNIS HEALEY | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 1.00 | $2,400 | $0 | $0 |
| NANCY G HARRIS | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | PRESIDENT | 40.00 | $101,592 | $0 | $0 |
| KENNETH JENKINS | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 1.00 | $2,400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,602,501 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,439,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,041,579 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $24,041,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $360,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,680,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,184,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,184,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,057 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,057 | TotalTaxAmt |
| Distributable Before Adj | $1,172,991 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,172,991 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,172,991 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,447,181 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,447,181 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,057 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,436,124 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,172,991 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $170,519 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $248,424 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $355,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $267,639 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $281,532 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,323,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,447,181 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,172,991 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $274,190 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,597,350 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $170,519 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,426,831 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $248,424 | ExcessFromYear4Amt |
| Excess From Year3 | $355,046 | ExcessFromYear3Amt |
| Excess From Year2 | $267,639 | ExcessFromYear2Amt |
| Excess From Year1 | $281,532 | ExcessFromYear1Amt |
| Excess From Current Year | $274,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE COETA DONALD BARKER FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 936 | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7603401162 | RecipientPhoneNum |
| Form And Info And Materials | THE COETA AND DONALD BARKER FOUNDATION P.O. BOX 936 RANCHO MIRAGE, CA 92270 INFORMATION FOR GRANT APPLICANTS THE COETA AND DONALD BARKER FOUNDATION (THE "FOUNDATION") FORMERLY THE DONALD R. BARKER FOUNDATION WAS ESTABLISHED AS AN IRREVOCABLE TRUST BY AN INSTRUMENT OF TRUST DATED DECEMBER 7, 1977. THE TRUST IS COMPOSED OF FUNDS CONTRIBUTED BY DONALD R. BARKER. IT IS IMPORTANT TO UNDERSTAND THAT THERE ARE FEDERAL AND STATE STATUTES AND REGULATIONS WHICH DIRECTLY AFFECT AND CONTROL THE POLICIES OF THE FOUNDATION. CONDUCT OF FOUNDATION THE FOUNDATION IS AN INDEPENDENT ORGANIZATION AND IS ENTIRELY FREE FROM PARTISAN, SECTARIAN OR COMMERCIAL CONTROL. GRANT CONSIDERATION WILL ONLY BE GIVEN TO ORGANIZATIONS THAT MEET ALL OF THE FOLLOWING CONDITIONS: 1. CURRENT SECTION 501 (C)(3) TAX EXEMPTION STATUS FROM THE INTERNAL REVENUE SERVICE. 2. CURRENT DETERMINATION FROM THE INTERNAL REVENUE SERVICE THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A); AND 3. CHARITABLE OR NON-PROFIT | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACT FOR MULTIPLE SCLEROSIS | |||||||||
| 73710 FRED WARING DR | STE 118 | PALM DESERT | CA | 92260 | NONE | PUBLIC | ASSIST RESIDENTS WITH MS | $6,500 | |
| ALZHEIMER'S DISEASE ASSOCIATION | |||||||||
| 1528 CHAPALA STREET 204 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SUPPORT RESEARCH | $30,000 | ||
| ANGEL VIEW INC | |||||||||
| 67625 E PALM CANYON DR | STE 7A | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC | ASSISTANCE TO DISABLED | $25,000 | |
| ANIMAL SAMARITANS | |||||||||
| 72120 PET LAND PLACE | THOUSAND PALMS | CA | 92276 | NONE | PUBLIC | SUPPORT PET WELLNESS PROGRAM | $5,000 | ||
| ASSISTANCE LEAGUE OF EUGENE | |||||||||
| 1149 WILLAMETTE ST | EUGENE | OR | 97401 | NONE | 501(C)(3) | SUPPORT OPERATION SCHOOL BELL | $6,000 | ||
| ASSISTANCE LEAGUE OF PALM SPRINGS | |||||||||
| PO BOX 3056 | RANCHO MIRAGE | CA | 92270 | NONE | 501(C)(3) | SUPPORT OPERATION SCHOOL BELL | $7,500 | ||
| BAGS OF LOVE | |||||||||
| 1052 GREEN ACRES RD | EUGENE | OR | 97408 | NONE | PUBLIC | DONATION FOR FILL IN GAPS PROJECT | $10,000 | ||
| BIG BROTHERS BIG SISTERS OF DESERT | |||||||||
| 42600 COOK ST STE 110 | PALM DESERT | CA | 92211 | NONE | PUBLIC | SUPPORT MENTORING PROGRAM | $10,000 | ||
| BOYS & GIRLS CLUB OF COACHELLA VALL | |||||||||
| 42600 COOK STREET STE 120 | PALM DESERT | CA | 92211 | PUBLIC | SUPPORT YOUTH ACTIVITIES | $15,000 | |||
| CHILD HELP | |||||||||
| 74333 HWY 111 STE 206 | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT PREVENTION EDUCATION PROGRAM | $5,000 | ||
| CHILDRENS MUSEUM OF THE DESERT | |||||||||
| 71-701 GERALD FORD DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITIES | $11,000 | ||
| COACHELLA VALLEY SYMPHONY | |||||||||
| PO BOX 10727 | PALM DESERT | CA | 92255 | NONE | PUBLIC | SUPPORT SYMPHONIC MUSIC | $1,000 | ||
| COLLEGE OF THE DESERT FOUNDATION | |||||||||
| 43500 MONTEREY AVENUE | PALM DESERT | CA | 92260 | NONE | PUBLIC | PROVIDE EDUCATION | $128,500 | ||
| DALMATIAN DREAMS FOUNDATION | |||||||||
| 1528 CHAPALA ST STE 304 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SUPPORT VETERAN OUTREACH | $5,000 | ||
| DARCHAI MENACHEM INC | |||||||||
| 432 RUTLAND RD | BROOKLYN | NY | 11203 | NONE | PUBLIC | DONATION | $5,000 | ||
| DESERT BEST FRIENDS CLOSET | |||||||||
| 74040 HWY 111 STE F | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT LOW INCOME ADULT EMPLOYMENT | $2,500 | ||
| DESERT SYMPHONY | |||||||||
| 72925 FRED WARING DR 101 | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT ORCHESTRA | $2,000 | ||
| EISENHOWER MEDICAL CENTER FOUNDATIO | |||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC | SUPPORT SURGICAL SYSTEM | $198,000 | ||
| EUGENE MISSION | |||||||||
| PO BOX 1149 | EUGENE | OR | 97440 | NONE | PUBLIC | REPLACE BEDS AND LIFE CHANGE PROGRAM | $6,414 | ||
| FAMILY SERVICE AGENCY OF SANTA BARB | |||||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SUPPORT HEALTHY COMMUNITY | $5,000 | ||
| FAMILY YMCA OF THE DESERT | |||||||||
| 43930 SAN PABLO AVE | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITIES | $12,800 | ||
| FIRST TEE-COACHELLA VALLEY | |||||||||
| 45305 OASIS ST | INDIO | CA | 92201 | NONE | PUBLIC | SUPPORT GOLF PROGRAM | $10,000 | ||
| FRIENDS OF CULTURAL CENTER | |||||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT PERFORMING ARTS CENTER | $5,000 | ||
| GANNA WALSKA LOTUSLAND | |||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC | SUPPORT OUTREACH PROGRAM | $5,000 | ||
| GENERAL PATTON MEMORIAL | |||||||||
| 62510 CHIRIACO RD | CHIRIACO SUMMIT | CA | 92201 | NONE | PUBLIC | SUPPORT VETERANS | $40,000 | ||
| GIRLFRIEND FACTOR | |||||||||
| 77734 COUNTRY CLUB DR E | PALM DESERT | CA | 92211 | NONE | PUBLIC | SUPPORT HIGHER EDUCATION | $6,000 | ||
| GIRLS INCOPORATED OF CARPINTERIA | |||||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PUBLIC | SUPPORT EUREKA PROGRAM | $5,000 | ||
| JF KENNEDY MEMORIAL FOUNDATION | |||||||||
| 73555 SAN GORGONIO WAY | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT HEALTH SERVICES | $10,000 | ||
| JOSLYN SENIOR CENTER | |||||||||
| 73750 CATALINA WAY | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT SENIOR CENTER | $36,000 | ||
| LANE COMMUNITY COLLEGE FOUNDATION | |||||||||
| 4000 E 30TH AVE | EUGENE | OR | 97405 | NONE | PUBLIC | SUPPORT HEALTH PROMOTIONS FAIR | $7,000 | ||
| LOMA LINDA UNIVERSITY CHILDREN'S HO | |||||||||
| 11175 MT VIEW AVE STE B | LOMA LINDA | CA | 92354 | NONE | PUBLIC | SUPPORT MEDICAL SEVICES | $31,000 | ||
| LVING DESERT RESERVE | |||||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT EDUCATION PROGRAMS | $1,100 | ||
| MONARCH HIGH SCHOOL PROJECT | |||||||||
| 1675 NEWTON AVE | SAN DIEGO | CA | 92113 | NONE | PUBLIC | PROVIDE EDUCATION | $20,000 | ||
| MONTEREY COUNTY SHERIFF | |||||||||
| POBOX 1547 | SALINAS | CA | 93902 | NONE | PUBLIC | PROVIDE SCHOLARSHIPS | $5,000 | ||
| MUSIC ACADEMY OF THE WEST | |||||||||
| 1070 FAIRWAY RD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC | PROVIDE SCHOLARSHIPS | $15,000 | ||
| NEW BEGINNINGS COUNSELING CENTER | |||||||||
| 324 E CARRILLO ST STE | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SUPPORT VETERANS PROGRAM | $20,000 | ||
| OLIVE CREST | |||||||||
| 42580 CAROLINE CT STE A | PALM DESERT | CA | 92211 | NONE | PUBLIC | PREVENT CHILD ABUSE | $40,000 | ||
| PALM SPRINGS AIR MUSEUM | |||||||||
| 745 N GENE AUTRY TRAIL | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | SUPPORT EDUCATIONAL TOURS | $10,000 | ||
| PARENTING NOW | |||||||||
| 86 CENTENNIAL LOOP | EUGENE | OR | 97402 | NONE | PUBLIC | SUPPORT PARENTING PROGRAMS | $10,000 | ||
| PEACEHEALTH SACRED HEART | |||||||||
| PO BOX 10905 | EUGENE | OR | 97440 | NONE | PUBLIC | SUPPORT PATIENT/FAMILY GUESTHOUSE | $25,000 | MEDICAL CENTER | |
| PEGASUS RIDING ACADEMY | |||||||||
| PO BOX 13508 | PALM DESERT | CA | 92255 | NONE | PUBLIC | SUPPORT THERAPY SESSIONS | $5,000 | ||
| PIERRE CLAEYSSENS MILITARY & LIBRAR | |||||||||
| 1187 COAST VILLAGE RD | STE 1-334 | SANTA BARBARA | CA | 93108 | NONE | PUBLIC | SUPPORT PROJECTS AND EVENTS | $6,000 | FOUNDATION |
| RANCHO MIRAGE WRITER'S FESTIVAL | |||||||||
| 71100 HWY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC | SUPPORT FESTIVAL | $5,000 | ||
| RELIEF NURSERY | |||||||||
| 1720 WEST 25TH AVE | EUGENE | OR | 97405 | NONE | PUBLIC | SUPPORT MEDICAL SERVICES | $10,000 | ||
| SALVATION ARMY | |||||||||
| 30400 LANDAU BLVD | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC | DONATION DISATER RELIEF AND PROGRAMS | $10,000 | ||
| SANSUM DIABETES RESEARCH INSTITUTE | |||||||||
| 2219 BATH ST | SANTA BARBARA | CA | 93105 | NONE | PUBLIC | SUPPORT HEALTH PROGRAM | $15,000 | ||
| SANTA BARBARA MARITIME MUSEUM | |||||||||
| 113 HARBOR WAY STE 190 | SANTA BARBARA | CA | 93109 | NONE | PUBLIC | DONATION TO EDUCATION PROGRAM | $10,000 | ||
| SANTA BARBARA MUSEUM OF NATURAL HIS | |||||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93109 | NONE | PUBLIC | SUPPORT TEEN PROGRAM | $10,000 | ||
| SANTA BARBARA POLICE ACTIVITIES | |||||||||
| PO BOX 91121 | SANTA BARBARA | CA | 93190 | NONE | PUBLIC | SUPPORT TEEN LEADERSHIP | $7,500 | ||
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||||
| PO BOX 6594 | SANTA BARBARA | CA | 93160 | NONE | PUBLIC | SUPORT EVENTS | $10,000 | ||
| SCGA FOUNDATION | |||||||||
| 3740 CAHUENGA BLVD | STUDIO CITY | CA | 91604 | NONE | PUBLIC | SUPPORT JUNIOT GOLF PASS PROGRAM | $3,000 | ||
| SCHOOL GARDEN PROJECT OF LANE COUNT | |||||||||
| PO BOX 30072 | EUGENE | OR | 97403 | NONE | PUBLIC | SUPPORT SCHOOL GARDEN PROJECT | $1,000 | ||
| SHELTER FORM THE STORM | |||||||||
| 73550 ALESSANDRO DR STE | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT SHELTER | $25,000 | ||
| SHRINERS HOSPITAL FOR CHILDREN | |||||||||
| 3101 SW SAM JACKSON PAR | PORTLAND | OR | 972393009 | NONE | PUBLIC | PROVIDE MEDICAL SERVICES | $11,000 | ||
| STEINWAY SOCIETY OF RIVERSIDE COUNT | |||||||||
| PO BOX 3015 | RANCHO MIRAGE | CA | 92270 | PUBLIC | PUBLIC | SUPPORT MUSICAL PERFORMANCES | $5,000 | ||
| TEDDY BEAR CANCER FOUNDATION | |||||||||
| 3892 STATE ST STE 220 | SANTA BARBARA | CA | 93105 | NONE | PUBLIC | PROVIDE FINANCIAL ASSISTANCE | $10,000 | ||
| TOOLS FOR TOMORROW | |||||||||
| 42600 COOK STREET 132 | PALM DESERT | CA | 92211 | NONE | PUBLIC | AFTER SCHOOL INTEGRATED ARTS PROGRAM | $5,000 | ||
| UNITED BOYS & GIRLS OF SANTA BARBAR | |||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITIES | $25,000 | ||
| UNITED SERVICE ORG BOB HOPE USO | |||||||||
| 200 PINE AVENUE STE 240 | LONG BEACH | CA | 90802 | NONE | PUBLIC | SUPPORT PROGRAMS | $20,000 | ||
| UNITED WAY OF LANE COUNTY | |||||||||
| 3171 GATEWAY LOOP | SPRINGFIELD | OR | 97477 | NONE | PUBLIC | SUPPORT NEEDS IN WILDFIRE AREAS | $10,000 | ||
| UNITED WAY OF SANTA BARBARA | |||||||||
| 320 EAST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | IMPROVE LIVES FOR CHILDREN & FAMILIE | $7,500 | ||
| UNITY SHOPPE | |||||||||
| 1209 STATE ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SUPPORT YOUTH TRAINING PROGRAM | $30,000 | ||
| UNIVERSITY OF OREGON FOUNDATION | |||||||||
| 2727 LEO HARRIS PARKWAY | EUGENE | OR | 97403 | NONE | PUBLIC | SUPPORT ATHLETIC CLUB | $19,500 | ||
| UNIVERSITY OF OREGON FOUNDATION | |||||||||
| 1720 13TH ST STE 410 | EUGENE | OR | 97403 | NONE | PUBLIC | SUPPORT EDUCATION | $135,000 | ||
| UNIVERSITY OF OREGON FOUNDATION | |||||||||
| 1224 UNIVERSITY OF OREGON | EUGENE | OR | 97403 | NONE | PUBLIC | SUPPORT INTERNSHIP | $20,000 | MUSEUM OF NATURAL & CULTURAL HISTORY | |
| UNIVERSITY OF OREGON FOUNDATION | |||||||||
| 1720 E 13TH ST STE 410 | EUGENE | OR | 97403 | NONE | PUBLIC | SUPPORT EDUCATIONAL PROGRAM | $10,000 | JORDAN SCHNITZER MUSEUM | |
| VOLUNTEERS IN MEDICINE CLINIC | |||||||||
| 2260 MARCOLA RD | SPRINGFIELD | OR | 97477 | NONE | PUBLIC | SUPPORT BEHAVIORAL HEALTH SERVICES | $20,000 | ||
| WELL IN THE DESERT | |||||||||
| PO BOX 5312 | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | PROVIDE FOOD ASSISTANCE | $10,000 | ||
| YOUNG AMERICA'S FOUNDATION | |||||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | PROVIDE EDUCATION | $10,000 | ||
| YMCA OF EUGENE | |||||||||
| 2055 PATTERSON ST | EUGENE | OR | 97405 | PUBLIC | PUBLIC | SUPPORT ENRICHMENT PROGRAM | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,273,814 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,066,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,997 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,176,050 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,176,050 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $2,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS INVESTMENTS | $4,052,301 | $3,956,209 |
| SCHWAB INVESTMENTS | $2,347,833 | $2,319,527 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS INVESTMENTS | $1,029,312 | $1,034,615 |
| SCHWAB INVESTMENTS | $11,235,816 | $18,101,052 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT ACCOUNTS | CategoryOrItemTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $35,484 | CostOrOtherBasisAmt |
| Book Value | $35,484 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $244 | $244 | |
| INSURANCE | $7,550 | $6,040 | |
| OFFICE EXPENSES | $5,244 | $4,195 | |
| PERMITS AND FEES | $410 | $328 | |
| POSTAGE | $1,163 | $931 | |
| UTILITIES | $5,263 | $4,210 | |
| BOND AMORTIZATION | $24,634 | $24,634 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $37,093 | Amt |
| Net Investment Income | $37,093 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ATTORNEY GENERAL FEE | $75 | $75 |
| FTB FEE | $10 | $10 |
| FEDERAL TAXES | $14,077 |
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